Remove 2011 Remove Balance Sheet Remove Development Remove Productivity
article thumbnail

Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation?

MishTalk

Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation? Fed Balance Sheet vs. Stock Market. The risk premiums of risky securities have become unsustainably compressed in the process, and the Feds balance sheet has metastasized to $3.5 Minsky noted that ‘euphoria’ might develop at this stage.

article thumbnail

Greek default in all but name - Tom Spencer consulting blog

Tom Spencer

by Tom Spencer on November 27, 2011 · 0 comments  ·  Image Source. IN OCTOBER 2011, private banks accepted a 50% writedown on Greek debt. This is clever politicking because a “private-sector involvement” sounds like a positive development. Definitions. Helpful Links. Greek default in all but name.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Oil’s Boom-and-Bust Cycle May Be Over. Here’s Why

Harvard Business

In November, United States’ crude oil production exceeded 10 million barrels per day for the first time since 1970, according to the US Energy Information Administration (EIA). oil production, up from a mere 10% just seven years ago in 2011. hbr staff/bettmann/Getty Images. Analysts have predicted that U.S.

article thumbnail

Mish's Global Economic Trend Analysis: Michael Pettis on the China.

MishTalk

The most important effect is likely to be on demand for wealth management products. Chinese financial markets often seem less volatile than one would expect for a poor, developing country, largely because of administrative measures that intentionally or unintentionally suppress normal volatility. 2011-12-20: Capital Account.

article thumbnail

10 Flaws with Mainstream Economics

Tom Spencer

In order to develop a more coherent world view that can reliably inform individual, business and government decision making, we must be willing to question some of the basic ideas that are foundational to mainstream economic thinking. Factors of production. This may not be the same as maximising profits. Willingness to pay.

article thumbnail

What If Companies Managed People as Carefully as They Manage Money?

Harvard Business

Today’s executives spend a lot of time managing the balance sheet, despite the fact that it doesn’t represent their company’s scarcest resource. Finding, developing, and retaining this talent is hard — so much so that the business press refers to a “war” for talent. Vincent Tsui for HBR.